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MORTGAGE CHECKLIST
The following information is usually required during the loan process:
Valid and legible photo identification (Drivers license, Government ID, or Passport)
Recent paycheck stubs (30 days worth)
All W-2’s and 1099’s for the last two years
Tax returns for the last two years (personal and business returns, all schedules)
Bank statements for all accounts for the past two months (all pages)
Latest quarterly statement for retirement accounts (401k, IRA, etc.)
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